Welltower Inc.
WELL- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000766704
In the last 90 days, Welltower Inc. insiders filed 1 open-market purchase and 0 sales; 1,602 institutions reported holding it in 13F filings for Q2 2026, worth $160.7B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Welltower Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 759
- +31 vs. Q1 2021
- Shares held
- 402.2M
- +22.2M (+5.8%) vs. Q1 2021
- Total value
- $33.4B
- +$6.21B (+22.8%) vs. Q1 2021
- New holders
- 88
- 267 more added
- Sold out
- 57
- 265 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WELL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,602 | $160.7B |
| Q1 2026 | 1,498 | $133.3B |
| Q4 2025 | 1,438 | $125.5B |
| Q3 2025 | 1,337 | $111.3B |
| Q2 2025 | 1,266 | $99.5B |
| Q1 2025 | 1,237 | $97.4B |
| Q4 2024 | 1,132 | $77.9B |
| Q3 2024 | 1,064 | $76.9B |
| Q2 2024 | 1,001 | $61.0B |
| Q1 2024 | 963 | $52.6B |
| Q4 2023 | 935 | $48.6B |
| Q3 2023 | 828 | $42.1B |
| Q2 2023 | 813 | $39.9B |
| Q1 2023 | 776 | $34.5B |
| Q4 2022 | 799 | $30.9B |
| Q3 2022 | 786 | $29.8B |
| Q2 2022 | 819 | $37.4B |
| Q1 2022 | 847 | $42.3B |
| Q4 2021 | 807 | $36.5B |
| Q3 2021 | 763 | $33.6B |
| Q2 2021 | 759 | $33.4B |
| Q1 2021 | 735 | $27.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Welltower Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bowen Hanes & Co Inc | 332,943 | $27.7M | 0.84% | +550+0.2% | Added |
| 1832 Asset Management L.P. | 321,453 | $26.8M | 0.05% | −30,327−8.6% | Reduced |
| State of Wisconsin Investment Board | 318,293 | $26.4M | 0.05% | −4,953−1.5% | Reduced |
| Janus Henderson Group PLC | 312,946 | $26.0M | 0.01% | +108,516+53.1% | Added |
| Toronto Dominion Bank | 312,784 | $26.0M | 0.04% | +372+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 311,700 | $25.9M | 0.14% | +28,344+10.0% | Added |
| Marshall Wace North America L.P. | 290,000 | $24.1M | 0.10% | +290,000 | New |
| AMF Pensionsforsakring AB | 285,946 | $23.8M | 0.16% | +4,532+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 283,929 | $23.6M | 0.08% | −36,013−11.3% | Reduced |
| State of Alaska, Department of Revenue | 283,189 | $23.5M | 0.24% | +55,108+24.2% | Added |
| Nisa Investment Advisors, LLC | 281,630 | $23.4M | 0.15% | −18,242−6.1% | Reduced |
| Allianz Asset Management GmbH | 280,443 | $23.3M | 0.02% | −23,210−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 277,896 | $23.1M | 0.02% | −5,659−2.0% | Reduced |
| Chilton Capital Management LLC | 275,649 | $22.9M | 1.33% | +65,719+31.3% | Added |
| Franklin Resources Inc | 272,431 | $22.6M | 0.01% | +37,834+16.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 270,617 | $22.5M | 0.08% | −13,958−4.9% | Reduced |
| Virginia Retirement Systems Et Al | 257,933 | $21.4M | 0.21% | −57,900−18.3% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 252,501 | $21.0M | 1.65% | −92,000−26.7% | Reduced |
| Impax Asset Management Group plc | 251,318 | $20.9M | 0.09% | −1,323−0.5% | Reduced |
| Davis Selected Advisers | 245,050 | $20.4M | 0.08% | +40,080+19.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 223,891 | $18.6M | 0.10% | −702−0.3% | Reduced |
| TD Asset Management Inc | 198,409 | $17.2M | 0.02% | −30,884−13.5% | Reduced |
| DekaBank Deutsche Girozentrale | 207,838 | $17.1M | 0.05% | +38,378+22.6% | Added |
| Tekla Capital Management LLC | 203,083 | $16.9M | 0.55% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 200,556 | $16.7M | 0.08% | −3,197−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 199,420 | $16.6M | 0.24% | +432+0.2% | Added |
| Thrivent Financial for Lutherans | 199,391 | $16.6M | 0.03% | −8,961−4.3% | Reduced |
| Sandler Capital Management | 198,840 | $16.5M | 1.45% | +198,840 | New |
| Citadel Advisors LLC | 194,404 | $16.2M | 0.02% | +161,825+496.7% | Added |
| Voya Investment Management LLC | 192,765 | $16.0M | 0.03% | −157−0.1% | Reduced |
| Janney Montgomery Scott LLC | 191,974 | $16.0M | 0.07% | +4,531+2.4% | Added |
| CIBC World Markets Corp | 189,889 | $15.8M | 0.11% | +150,094+377.2% | Added |
| Stifel Financial Corp | 181,504 | $15.1M | 0.02% | −1,043−0.6% | Reduced |
| AQR Capital Management LLC | 181,456 | $15.1M | 0.03% | +3,782+2.1% | Added |
| Aviva PLC | 176,334 | $14.7M | 0.06% | −21,724−11.0% | Reduced |
| KBC Group NV | 172,218 | $14.3M | 0.05% | −56,318−24.6% | Reduced |
| Tredje AP-fonden | 169,555 | $14.1M | 0.29% | 00.0% | Unchanged |
| Korea Investment CORP | 168,300 | $14.0M | 0.04% | −33,500−16.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 162,883 | $13.5M | 0.03% | +13,429+9.0% | Added |
| Keybank National Association | 154,781 | $12.9M | 0.06% | −8,105−5.0% | Reduced |
| Royal London Asset Management Ltd | 153,276 | $12.7M | 0.05% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 151,594 | $12.6M | 0.07% | −8,210−5.1% | Reduced |
| Cannell Peter B & Co Inc | 144,809 | $12.0M | 0.36% | −3,468−2.3% | Reduced |
| Van Eck Associates Corp | 141,268 | $11.7M | 0.03% | +63,119+80.8% | Added |
| ProShare Advisors LLC | 135,603 | $11.3M | 0.03% | +5,435+4.2% | Added |
| Handelsbanken Fonder AB | 134,716 | $11.2M | 0.06% | +29,150+27.6% | Added |
| Comerica Bank | 132,021 | $11.1M | 0.07% | +6,056+4.8% | Added |
| Truist Financial Corp | 133,333 | $11.1M | 0.02% | −116−0.1% | Reduced |
| American International Group, Inc. | 127,379 | $10.6M | 0.04% | −2,834−2.2% | Reduced |
| Calamos Advisors LLC | 125,953 | $10.5M | 0.05% | +28,862+29.7% | Added |
| LPL Financial LLC | 119,967 | $9.97M | 0.01% | +3,003+2.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 119,693 | $9.95M | 0.09% | −19,500−14.0% | Reduced |
| Amalgamated Bank | 119,628 | $9.94M | 0.08% | +96,795+423.9% | Added |
| Swiss Life Asset Management Ltd | 54,744 | $9.93M | 0.13% | −2,020−3.6% | Reduced |
| TCW Group Inc | 119,260 | $9.91M | 0.09% | +20,265+20.5% | Added |
| Susquehanna International Group, LLP | 117,974 | $9.80M | 0.01% | −18,931−13.8% | Reduced |
| Arizona State Retirement System | 116,940 | $9.72M | 0.08% | −658−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 113,549 | $9.43M | 0.02% | −22,786−16.7% | Reduced |
| Commonwealth Equity Services, LLC | 110,964 | $9.22M | 0.02% | −1,819−1.6% | Reduced |
| Trust Co of Toledo NA | 106,710 | $8.87M | 1.50% | +124+0.1% | Added |
| State of Michigan Retirement System | 104,996 | $8.72M | 0.05% | +200+0.2% | Added |
| Veritas Asset Management LLP | 104,500 | $8.68M | 0.05% | −28,000−21.1% | Reduced |
| Credit Agricole S A | 102,880 | $8.55M | 0.28% | −5,940−5.5% | Reduced |
| Maryland Capital Management | 100,633 | $8.36M | 0.50% | +4,141+4.3% | Added |
| Forsta Ap-Fonden | 99,600 | $8.28M | 0.10% | +13,500+15.7% | Added |
| Advisor Group Holdings, Inc. | 99,519 | $8.27M | 0.02% | −14,462−12.7% | Reduced |
| MetLife Investment Management | 96,799 | $8.04M | 0.07% | −2,662−2.7% | Reduced |
| D. E. Shaw & Co., Inc. | 95,594 | $7.94M | 0.01% | +34,953+57.6% | Added |
| Central Trust Co | 93,422 | $7.76M | 0.28% | −150.0% | Reduced |
| Venture Visionary Partners LLC | 91,427 | $7.60M | 0.61% | +1,736+1.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 90,960 | $7.56M | 0.05% | −8,290−8.4% | Reduced |
| Nissay Asset Management Corp | 90,260 | $7.50M | 0.07% | +2,904+3.3% | Added |
| M&G Investment Management Ltd | 89,163 | $7.40M | 0.04% | +89,163 | New |
| Public Sector Pension Investment Board | 86,349 | $7.18M | 0.05% | +25,920+42.9% | Added |
| Lincluden Management Ltd | 86,045 | $7.15M | 0.69% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 84,544 | $7.03M | 0.09% | −175−0.2% | Reduced |
| Pensionfund DSM Netherlands | 82,753 | $6.88M | 0.88% | −2,000−2.4% | Reduced |
| Natixis Advisors, L.P. | 82,018 | $6.82M | 0.03% | −48,667−37.2% | Reduced |
| Eii Capital Management, Inc. | 80,106 | $6.66M | 3.13% | −3,416−4.1% | Reduced |
| Utah Retirement Systems | 79,603 | $6.62M | 0.09% | −600−0.7% | Reduced |
| Hill Winds Capital LP | 78,000 | $6.48M | 3.44% | +78,000 | New |
| Mutual of America Capital Management LLC | 77,965 | $6.48M | 0.06% | +635+0.8% | Added |
| Metropolitan Life Insurance Co | 77,373 | $6.43M | 0.09% | −16,984−18.0% | Reduced |
| British Columbia Investment Management Corp | 77,098 | $6.41M | 0.04% | +8,648+12.6% | Added |
| Carret Asset Management, LLC | 76,043 | $6.32M | 0.74% | +5,679+8.1% | Added |
| B. Riley Wealth Management, Inc. | 75,611 | $6.28M | 0.70% | −2,017−2.6% | Reduced |
| Public Employees Retirement Association of Colorado | 75,328 | $6.26M | 0.03% | −189−0.3% | Reduced |
| DuPont Capital Management Corp | 75,239 | $6.25M | 0.15% | +19,603+35.2% | Added |
| State of Tennessee, Treasury Department | 74,368 | $6.18M | 0.02% | +152+0.2% | Added |
| First Trust Advisors LP | 72,272 | $6.01M | 0.01% | +8,078+12.6% | Added |
| Manning & Napier Group, LLC | 70,638 | $5.87M | 0.05% | +10,628+17.7% | Added |
| Millennium Management LLC | 69,739 | $5.79M | 0.01% | −206,838−74.8% | Reduced |
| Texas Permanent School Fund | 69,362 | $5.76M | 0.07% | −334−0.5% | Reduced |
| APG Asset Management N.V. | 80,650 | $5.65M | 0.01% | +15,000+22.8% | Added |
| DnB Asset Management AS | 67,193 | $5.58M | 0.04% | +5,682+9.2% | Added |
| Mackay Shields LLC | 65,753 | $5.46M | 0.05% | −33,127−33.5% | Reduced |
| Azimuth Capital Management LLC | 65,403 | $5.43M | 0.23% | +4,595+7.6% | Added |
| KMG Fiduciary Partners, LLC | 64,407 | $5.35M | 0.94% | +324+0.5% | Added |
| Candriam Luxembourg S.C.A. | 64,256 | $5.34M | 0.04% | +19,700+44.2% | Added |
| Advisors Management Group Inc | 64,030 | $5.32M | 1.59% | −90−0.1% | Reduced |